Motilal Oswal Nifty 50 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.62
• Std Deviation 11.27%
• Tracking Error 0.00%

The Scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The Motilal Oswal Nifty 50 Index Fund Regular Growth has an AUM of 861.35 crores & has delivered CAGR of 12.12% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.51%. The minimum investment in Motilal Oswal Nifty 50 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Auto & Truck Manufacturers.

Some of the similar funds are DSP Nifty 50 Index Fund Regular Growth, Motilal Oswal Nifty 50 Index Fund Regular Growth, Kotak Nifty Next 50 Index Fund Regular Growth, Axis Nifty 50 Index Fund Regular Growth, SBI Nifty 500 Index Fund Regular Growth. Motilal Oswal Nifty 50 Index Fund Regular Growth has a sharpe ratio of 0.62 & a standard deviation of 11.27%.